Advanced Micro Devices - Moderated (AMD) Message Board

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Technology Stocks : Advanced Micro Devices - Moderated (AMD)

AMD 231.83

+1.7%

Jan 16 9:30 AM EST

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To: Joe NYC who wrote (14719)	10/17/2000 8:52:10 PM
From: Charles R	Read Replies (3) of 275872

Joe, <This is a great news for AMD. AMD was able to gain market share while the supply of chips from Intel was generally good (quantity-wise). Which is a good indicator for the next 1 to 2 quarters.> The problem seems to be the street seems to be completely blind to what is going on. <I have a feeling that Intel has caught up with demand for Q4, and since Q1 will be slower, Intel will devote extra capacity to P4. So we may be (un)pleasantly surprised about P4 shipments in Q1. > I agree - have been saying this for a while. Intel will use the spare capacity to ramp chipsets and P4. Chuck

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